First Western Trust Bank’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.37M | Sell |
8,089
-60
| -0.7% | -$47.3K | 0.29% | 26 |
|
2025
Q1 | $5M | Sell |
8,149
-652
| -7% | -$400K | 0.24% | 34 |
|
2024
Q4 | $5.53M | Sell |
8,801
-357
| -4% | -$224K | 0.26% | 29 |
|
2024
Q3 | $5.69M | Sell |
9,158
-1,102
| -11% | -$684K | 0.26% | 34 |
|
2024
Q2 | $6.74M | Sell |
10,260
-1,835
| -15% | -$1.21M | 0.32% | 27 |
|
2024
Q1 | $7.86M | Sell |
12,095
-618
| -5% | -$402K | 0.36% | 26 |
|
2023
Q4 | $7.95M | Sell |
12,713
-617
| -5% | -$386K | 0.4% | 24 |
|
2023
Q3 | $6.81M | Sell |
13,330
-257
| -2% | -$131K | 0.37% | 30 |
|
2023
Q2 | $6.23M | Buy |
13,587
+86
| +0.6% | +$39.4K | 0.3% | 33 |
|
2023
Q1 | $6.02M | Buy |
13,501
+293
| +2% | +$131K | 0.31% | 35 |
|
2022
Q4 | $5.14M | Sell |
13,208
-183
| -1% | -$71.2K | 0.3% | 35 |
|
2022
Q3 | $5.19M | Buy |
13,391
+679
| +5% | +$263K | 0.35% | 35 |
|
2022
Q2 | $4.95M | Sell |
12,712
-749
| -6% | -$292K | 0.33% | 39 |
|
2022
Q1 | $6.35M | Buy |
+13,461
| New | +$6.35M | 0.33% | 39 |
|